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Global Wealth Management Investment Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.46M Sell
19,060
-148
-0.8% -$11.4K 0.21% 84
2026
Q1 		$1.48M Sell
19,208
-895
-4% -$69.7K 0.23% 83
2025
Q4 		$1.57M Buy
20,103
+298
+2% +$23.3K 0.25% 81
2025
Q3 		$1.55M Sell
19,805
-183
-0.9% -$14.2K 0.26% 86
2025
Q2 		$1.55M Sell
19,988
-883
-4% -$67.3K 0.29% 81
2025
Q1 		$1.6M Sell
20,871
-98
-0.5% -$7.39K 0.32% 82
2024
Q4 		$1.57M Buy
20,969
+909
+5% +$69.1K 0.32% 83
2024
Q3 		$1.57M Buy
20,060
+4,720
+31% +$364K 0.34% 80
2024
Q2 		$1.15M Sell
15,340
-691
-4% -$51.3K 0.27% 84
2024
Q1 		$1.21M Sell
16,031
-1,753
-10% -$132K 0.3% 85
2023
Q4 		$1.36M Sell
17,784
-955
-5% -$69.9K 0.35% 75
2023
Q3 		$1.36M Sell
18,739
-714
-4% -$52.8K 0.38% 73
2023
Q2 		$1.46M Sell
19,453
-871
-4% -$66.3K 0.4% 70
2023
Q1 		$1.56M Sell
20,324
-15,254
-43% -$1.16M 0.47% 64
2022
Q4 		$2.64M Sell
35,578
-463
-1% -$34.3K 0.86% 49
2022
Q3 		$2.65M Sell
36,041
-455
-1% -$35.2K 0.94% 39
2022
Q2 		$2.83M Sell
36,496
-1,825
-5% -$143K 0.96% 40
2022
Q1 		$3.14M Buy
38,321
+26,797
+233% +$2.26M 0.93% 37
2021
Q4 		$1.01M Sell
11,524
-106
-0.9% -$9.4K 0.3% 86
2021
Q3 		$1.04M Buy
11,630
+206
+2% +$18.7K 0.33% 80
2021
Q2 		$1.03M Buy
11,424
+613
+6% +$54.8K 0.34% 78
2021
Q1 		$959K Buy
10,811
+216
+2% +$19.6K 0.35% 76
2020
Q4 		$984K Buy
10,595
+121
+1% +$11.3K 0.38% 71
2020
Q3 		$979K Buy
10,474
+126
+1% +$11.8K 0.42% 67
2020
Q2 		$964K Buy
10,348
+36
+0.3% +$3.29K 0.41% 68
2020
Q1 		$921K Buy
10,312
+262
+3% +$23.2K 0.46% 67
2019
Q4 		$877K Buy
10,050
+336
+3% +$29.4K 0.37% 74
2019
Q3 		$855K Buy
9,714
+175
+2% +$15.3K 0.39% 67
2019
Q2 		$825K Buy
9,539
+5
+0.1% +$422 0.4% 70
2019
Q1 		$800K Buy
9,534
+115
+1% +$9.47K 0.42% 68
2018
Q4 		$766K Buy
+9,419
New +$754K 0.45% 70

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Global Wealth Management Investment Advisory's BIV Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.77% in Q2 2026, selling an estimated $11.4K and leaving 19,060 shares worth $1.46M. The position accounts for 0.21% of the portfolio, ranked #84.

Global Wealth Management Investment Advisory first reported a position in BIV in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.14M in Q1 2022. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Global Wealth Management Investment Advisory held 19,060 shares of Vanguard Intermediate-Term Bond ETF worth $1.46M as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 148 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.21% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #84 holding.
  • Global Wealth Management Investment Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $3.14M in Q1 2022.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.